Practice and Client Management News
Financial Planning's Practice and Client Management coverage includes essential advisor-level strategy and operational insight for firms and solo practitioners. Read how elite advisors build retention-driven practices, manage high net worth relationships and operationalize growth frameworks that go beyond rudimentary 101 topics. Learn the latest financial planning news from expert reporting and analysis that matters to industry leaders.
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Advisors seeking to help older Americans prepare for retirement should remember to keep one tip in mind: avoid using the word retirement.
May 22 -
On YouTube, puppet shows are fine for consumers, but to appeal to businesses many banks are taking a more serious tone and putting their own clients in the spotlight.
May 17 -
Marketing expert Marie Swift explains how an automated process can help you create a conversation and keep the connection alive until your prospects are ready to wade into the water with you.
May 16
Impact Communications -
At the NAPFA National conference, a panel of advisors of varying ages, discussed how they have succeeded with the tricky task of planning and executing a succession.
May 9 -
Marketing expert Marie Swift says social media sites are one of the best places to build and maintain strong relationships with clients and prospective clients. Here are some tips and advice from the recent Women Advisors Forum in New York to build your brand online.
May 7Impact Communications -
UBS Financial Services Inc. of Puerto Rico and two of its executives have been charged by the SEC with misleading investors and its own financial advisors about the market risks associated with the sales of 23 closed-end mutual funds.
May 1 -
In another move to ramp up its services to affluent and high-net-worth clients, Bank of the West has formed a team dedicated to helping its wealthiest customers with their personal real estate lending needs.
May 1
